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CB Insights

Research private companies and investors with CB Insights: find and profile companies, read their funding, investments, exits, partners, leadership and revenue, get Mosaic and exit scores, generate scouting reports and ask ChatCBI.

actions
26
triggers
5

Triggers

Start a workflow when something happens in CB Insights.

  • New funding roundRuns when CB Insights records a new funding round, acquisition or IPO for a company you follow.
  • New investmentRuns when CB Insights records a new investment by an investor you follow.
  • New portfolio exitRuns when a company backed by an investor you follow is acquired or goes public.
  • New business relationshipRuns when CB Insights records a new partnership, client, vendor or licensing deal for a company you follow.
  • Newly funded companyRuns when a company matching your search records new funding in CB Insights. Fill in at least one field.

Actions

Steps a workflow can run in CB Insights.

  • Find companiesLook companies up by name, website or CB Insights profile link, with each one's CB Insights ID for the other steps. Free: uses no credits.
  • Search companiesFind companies and investors by keyword, market, industry, place, status, funding, valuation, size or backers, with their full profiles. Fill in at least one filter. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get company profilesGet the full CB Insights profile of up to 100 companies: description, location, industry, headcount, funding and valuation, competitors, business models, parent and subsidiaries. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • List funding roundsList the funding a company has received: each round's date, type, amount, valuation and investors, with CB Insights' insights on the deal and its cap table history. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • List funding rounds for several companiesList the funding rounds of up to 100 companies at once, grouped by company. Companies with none are left out. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • List investments madeList the rounds an investor has taken part in: the company funded, date, type, amount, valuation and the other investors. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • List investments made by several investorsList the investments of up to 100 investors at once, grouped by investor. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • List portfolio exitsList the exits (acquisitions, IPOs) of companies an investor backed before they exited. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • List portfolio exits for several investorsList the portfolio exits of up to 100 investors at once, grouped by investor. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • List business relationshipsList a company's partnerships, clients, vendors and licensing deals, each with its partners, start date, news and sources. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • List business relationships for several companiesList the business relationships of up to 100 companies at once, grouped by company. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get leadership and boardList a company's leadership team and board with their work history, education and LinkedIn, and its Mosaic management score. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get leadership and board for several companiesList the leadership and board of up to 100 companies at once, grouped by company. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get strategy mapGet the companies related to a company, grouped by industry, with the relationships, investments and acquisitions that connect them. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get outlook scoresGet a company's current Mosaic score (its chance of success, 0 to 1,000), commercial maturity (1 to 5) and chance of an IPO or acquisition within two years. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get outlook scores for several companiesGet the Mosaic, commercial maturity and exit scores of up to 100 companies at once. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get funding windowGet when CB Insights expects a company to raise its next round, from how similar companies have raised, with its latest equity funding. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get funding window for several companiesGet the expected next funding window of up to 100 companies at once. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get revenue by yearGet a company's revenue for each year, actual or estimated, with its growth and sources. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get revenue by year for several companiesGet the yearly revenue of up to 100 companies at once. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get Mosaic score historyGet how a company's Mosaic score and its four parts (money, momentum, management, market) have changed over up to 24 months. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get commercial maturity historyGet how a company's commercial maturity level (1 to 5) has changed over up to 24 months. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Get exit probability historyGet how a company's chance of an IPO or acquisition has changed over up to 24 months, against similar companies. Uses a CB Insights credit for each company returned that your account hasn't paid for before.
  • Generate scouting reportHave CB Insights write a report on an active private company: its business model, market position, strengths, risks and key takeaways, with sources. Takes a few minutes and uses one of your plan's scouting reports each time.
  • Ask ChatCBIAsk CB Insights' AI analyst a question about companies, deals or markets and get a written answer with sources and follow-up questions. Uses one of your plan's ChatCBI messages each time. It can make mistakes: check what matters.
  • Get research data for a questionGet the CB Insights data that answers a question, as raw data and guidance for writing the answer yourself (for example with an AI step), rather than ChatCBI's finished answer. It can make mistakes: check what matters.

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